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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
101
Global Endowment Management
North Carolina
$14.3M
BSWM
102
Boston Standard Wealth Management
Massachusetts
$14.3M +$720K +8,556 +5%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$14.1M -$103K -1,218 -0.7%
GBBWRPM
104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14.1M -$1.62M -19,297 -10%
TFF
105
The Family Firm
Maryland
$14.1M -$27.4K -326 -0.2%
CISOA
106
Capital Investment Services of America
Wisconsin
$14M -$16K -190 -0.1%
CWM
107
Cornerstone Wealth Management
Missouri
$13.6M +$13.7M +162,238 New
MFS
108
MSI Financial Services
Massachusetts
$13.2M +$419K +4,978 +3%
OBWP
109
O'Brien Wealth Partners
Massachusetts
$13.1M +$7.56M +89,789 +136%
F
110
Filament
Washington
$13.1M
LPT
111
Legacy Private Trust
Wisconsin
$13M +$996K +11,833 +8%
CPO
112
Cerity Partners OCIO
New York
$12.4M +$610K +7,248 +5%
TCT
113
TIAA CREF Trust
Missouri
$11.9M +$522K +6,203 +5%
LFA
114
Landmark Financial Advisors
Kentucky
$11.1M -$32.7K -389 -0.3%
BOH
115
Bank of Hawaii
Hawaii
$10.9M +$1.06M +12,631 +11%
AII
116
AGF Investments Inc
Ontario, Canada
$10.8M -$16.7M -198,959 -61%
FWM
117
Focused Wealth Management
New York
$10.6M +$354K +4,209 +3%
SFG
118
StrategIQ Financial Group
Indiana
$10.5M +$725K +8,611 +7%
AF
119
Affiance Financial
Minnesota
$10M +$972K +11,549 +11%
MG
120
McCutchen Group
Washington
$10M +$175K +2,076 +2%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$9.63M -$279M -3,309,010 -97%
MC
122
Miles Capital
Iowa
$9.32M +$219K +2,599 +2%
SFPM
123
Sensible Financial Planning & Management
Massachusetts
$9.3M -$696K -8,271 -7%
DADC
124
D.A. Davidson & Co
Montana
$9.26M +$1.2M +14,276 +15%
OCG
125
Opus Capital Group
Ohio
$9.13M +$223K +2,647 +3%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.